Consolidated Portfolio Review Corp’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Consolidated Portfolio Review Corp’s Portfolio XLG Stock Details XLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-168,296	Closed	-$9.68M	–	437
2025 Q3	$9.68M	Buy	168,296 +45,236	+37%	+$2.47M	1.22%	10
2025 Q2	$6.41M	Buy	123,060 +4,598	+4%	+$219K	0.89%	20
2025 Q1	$5.45M	Sell	118,462 -43,648	-27%	-$2.15M	0.87%	20
2024 Q4	$8.1M	Buy	162,110 +1,792	+1%	+$88.2K	1.28%	14
2024 Q3	$7.62M	Buy	160,318 +901	+0.6%	+$41.4K	1.7%	10
2024 Q2	$7.29M	Buy	159,417 +5,585	+4%	+$240K	1.7%	11
2024 Q1	$6.48M	Buy	153,832 +1,953	+1%	+$78.6K	1.7%	10
2023 Q4	$5.73M	Buy	151,879 +3,884	+3%	+$139K	1.31%	15
2023 Q3	$5.03M	Buy	147,995 +10,225	+7%	+$360K	1.22%	14
2023 Q2	$4.82M	Buy	137,770 +18,760	+16%	+$611K	1.14%	15
2023 Q1	$3.7M	Buy	+119,010	New	+$3.49M	1%	21

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Consolidated Portfolio Review Corp's XLG Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 168,296 shares — an estimated $9.68M sold.

Consolidated Portfolio Review Corp first reported a position in XLG in Q1 2023 and held it in 11 quarters. The position peaked at $9.68M in Q3 2025. 641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 168,296 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $9.68M.
Consolidated Portfolio Review Corp first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's Invesco S&P 500 Top 50 ETF position peaked at $9.68M in Q3 2025.
641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.